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Prepare for inference costs to dominate your startup's unit economics
◆ 75RelevanceOn a story from Tomasz Tunguz1d ago
As software shifts from database-centric to inference-centric, your COGS will be dominated by compute tokens rather than storage. You must decide now whether to absorb these volatile costs or restructure your pricing to reflect your new role as an inference reseller.
Takeaways
- Inference spend is projected to dwarf the traditional database market by 2027.
- Software margins are shifting from high-fixed to high-variable compute costs.
- Founders must price for token consumption to protect long-term profitability.
Read the original at tomtunguz.com
Inference Is the Most Important Market in Software
Related on Founder Mode
fmode.me/n/inference-is-the-most-important-market-in-software
Written by Founder Mode using gemini-3-flash-preview, from the publisher's own summary. We link the original rather than reproduce it — the reporting belongs to Tomasz Tunguz.
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